Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kavanagh is a financial advisor at Wealthspire Advisors. Thomas has been in the financial services industry since January 2013. Thomas has a Series 6, Series 63, and SIE license. He is a Certified Financial Planner. Thomas previously worked at Lenox Advisors, Inc (Mass Mutual) and MML Investors Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
06/29/2022 - Present
Wealthspire Advisors (New York NY)
NY
12/01/2014 - 05/02/2018
MML INVESTORS SERVICES, LLC (NEW YORK NY)
BC
Issued 11/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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